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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,707 | $213,785-52.4% | $185,441-45.2% | $155,188-34.5% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 19.23% | 19.97%-0.7pp | 20.16%-0.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,421 | $5,393-55.1% | $4,672-48.2% | $4,248-43.0% |
| Participant deferral / active EE | $4,974 | $6,864-27.5% | $6,152-19.1% | $6,531-23.8% |
| Admin fee / account holder | $260 | $21,134-98.8% | $17,890-98.5% | $14,480-98.2% |